Diligence Wealth Management, LLC

Diligence Wealth Management, LLC Fiduciary Financial Advisor offering financial planning, investing, and insurance services.

Experience our disciplined approach to uncovering your needs and our strategic proposals. From start to finish our customized recommendations are tailored to fit your lifestyle. Whether you are an experienced investor or setting up your first retirement account, Diligence Wealth Management has the tools, the knowledge, and the flexibility to serve your investing needs. FINANCIAL ADVISOR: Liz Daffn

er graduated from the California State University of Chico with a Bachelor's Degree in Business Finance with a concentration in both Financial Services and Management. Now the President of Diligence Wealth Management, Liz offers personalized financial planning and investment services that encompass a wide variety of tools to help ensure her clients achieve their desired wealth.

Young people don’t learn about money enough! Dr. Kelly, a professor with Carrington College, brings me in once a semeste...
07/03/2026

Young people don’t learn about money enough! Dr. Kelly, a professor with Carrington College, brings me in once a semester to speak to his students.

I cover a wide range of topics, including paying down debt, understanding interest rates, what is a stock and bond, and retirement investment basics.

Every class is different and I’m constantly tweaking my presentation to stay relevant and deliver real world examples and websites.

This group of students were dialed in. There was a lot of smiles, questions, and head nodding, which was extremely satisfying.

Knowledge is power 💪🏼

I used to worry about clients seeing me on the weekends, in dirty jeans, dusty boots, running into Home Depot between ra...
03/30/2026

I used to worry about clients seeing me on the weekends, in dirty jeans, dusty boots, running into Home Depot between ranch projects.

Not exactly the “polished” version of a financial advisor. Somewhere along the way, I got over it.

Because the discipline and grit I’ve learned out here is exactly what I bring to my clients, who are just as real as me.

(Pic from last weekend, where my husband and I installed a new 40' culvert)

Honored to step into my first speaking role, leading a breakout session at the 2026 Ameritas Broker Dealer Conference in...
03/26/2026

Honored to step into my first speaking role, leading a breakout session at the 2026 Ameritas Broker Dealer Conference in Nashville, TN.

I shared principles from “The Confident Mind” and how my journey to become a better equestrian has led me to become a stronger, more effective financial advisor for my clients.

Grateful for the opportunity, proud of the preparation behind it, and looking forward to what’s next 🎤

02/24/2026

(1 of 2) My featured story in the ‘Heart of AssetMark’ Campaign:

How my journey with horses led me to become a financial advisor. Just like riding a horse, financial advising is about connection, trust, and providing guidance. AssetMark empowers me to deliver top-tier service to my clients while also maintaining the flexibility to enjoy life on my ranch with my horses.

About AssetMark:

AssetMark is a leading, independent wealth management platform that empowers financial advisors with sophisticated technology, curated investment solutions, and personalized service. It acts as a comprehensive "engine" behind the scenes, allowing advisors to efficiently manage client portfolios, streamline operations, and focus on fostering long-term client relationships.





02/23/2026

(2 of 2) My featured story in the ‘Heart of AssetMark’ Campaign:

How my journey with horses has taught me to lead with confidence, embrace discomfort, and search for authenticity while using AssetMark to grow my wealth management business.

About AssetMark:

AssetMark is a leading, independent wealth management platform that empowers financial advisors with sophisticated technology, curated investment solutions, and personalized service. It acts as a comprehensive "engine" behind the scenes, allowing advisors to efficiently manage client portfolios, streamline operations, and focus on fostering long-term client relationships.





The AssetMark Gold Forum was a fantastic opportunity to connect with other advisors, hear new ideas, and watch incredibl...
02/16/2026

The AssetMark Gold Forum was a fantastic opportunity to connect with other advisors, hear new ideas, and watch incredible keynote speakers. Best industry conference for learning and having fun!
Marco Island, FL

Tonight marked the 25th silver anniversary of the financial group that I’ve been part of for 14 years.2️⃣ meaningful thi...
02/06/2026

Tonight marked the 25th silver anniversary of the financial group that I’ve been part of for 14 years.

2️⃣ meaningful things happened:

🏆 I was honored with the top producer award for stock market investment business. Being recognized for something I built from nothing was deeply validating. Our leader, Chris Vaccaro, has played a huge role in shaping the advisor I am today and I’m grateful for his guidance.

❤️ Early this morning another advisor, someone I narrowly edged out for this award, someone I deeply respect and who constantly challenges himself to elevate what it means to be an advisor, shared something that stopped me in my tracks. He told me that his wife has instructions to contact me if anything ever happens to him.

Coming from a man I consider the standard I’m always striving toward, that level of trust is the highest compliment I could receive. It’s confidence that isn’t given lightly. What an honor. What a night!

www.diligencewm.com

Address

2530 Douglas Boulevard, # 170
Roseville, CA
95661

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+19169057526

Website

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